About the
Help Scout integration

Help Scout makes excellent customer service achievable for companies of all sizes. The Autopilot and Help Scout integration allows you to display customer information directly in Help Scout. Shapes allow you to create new tickets in journeys and trigger new journeys when conversations are tagged.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the
Typeform integration, Salesforce integration and the Help Scout
integration.

Journey Triggers

Typeform Submitted

Add a contact to a journey when they submit a Typeform.

Salesforce Campaign Trigger

Add members of a Salesforce campaign to a journey.

Salesforce Field Changed

Add a contact to a journey when a particular Salesforce field meets your criteria (e.g. contains a particular word).

Help Scout Tag

Trigger when a new tag is added to a Help Scout conversation.

Help Scout Satisfaction Rating

Triggers when a conversation has a satisfaction rating.

Help Scout Create Conversation

Creates a new Help Scout conversation.

Conditions

Has Submitted Typeform

Check if a contact has previously submitted a specific Typeform.

Check Salesforce Field

Check if a Salesforce field is a specific value, or meets some other criteria (e.g. contains a particular word).

Check Salesforce Campaign Member Status

Check if a lead or contact has a specific status on a campaign.

Journey Actions

Create Salesforce Opportunity

Create a contextual Salesforce opportunity.

Assign Salesforce Lead

Assign a lead in Salesforce and set their lead source and lead status.

Set Salesforce Campaign Member Status

Set a lead or contact's status on a Salesforce campaign.

Add Salesforce Task

Create a contextual Salesforce task.

Assign Salesforce Lead to Group

Randomly assign a lead in Salesforce from a group that you define, and set their lead source and lead status.

Update Salesforce Field

Update a Salesforce field to a specific value.

What is Autopilot?

Simple and visual customer journey marketing software you’ll love.

Automate your marketing & grow your business. With Autopilot follow up new leads, nurture existing leads, send messages on every channel and automate your marketing with simple and visual customer journey
marketing software. It’s as easy as dragging and dropping Triggers, Actions and Conditions to automate your marketing. Best of all Autopilot integrates and automates the applications you’re already using like Typeform, Salesforce and Help Scout.